Documents

• Wills With and Without Tax Planning
• Wills With Testamentary Trusts
• Will Summary

Ancillary Documents Including:

• Durable Financial Power of Attorney
• Health Care Power of Attorney
• Living Will
• HIPAA Authorization
• Personal Property Memorandum
• Name and Fiduciary Summary

• Individual and Joint Revocable Trusts
• Comprehensive Intake Questionnaire
• Estate Tax Planning Including Marital Deduction Planning
• Including Planning with Clayton Election and Generation-skipping Transfer Tax (GSTT)
• Continuing and Testamentary Trusts for Beneficiaries
• Comprehensive Charitable Planning
• Testamentary Charitable Trusts and Private Foundations
• Trust Protector Provisions
• See-through Conduit and Accumulation Trust Provisions for Retirement Accounts
• Trust Summaries

Ancillary Documents Including:

• Trust Funding Instructions
• Pour-over Wills
• Durable Financial Power of Attorney
• Health Care Power of Attorney
• Living Will
• HIPAA Authorization
• Anatomical Gift Form
• Remembrance and Services Memorandum
• Personal Property Memorandum
• Certification of Trust and Affidavit of Trust
• Name and Fiduciary Summary
• Community and Separate Property Agreements

• Spousal Conflict Waiver Letter
• Initial Client Letters
• Intake Worksheets/Comprehensive Interview Questionnaires
• Client Engagement/Disengagement Letters
• Invoices

• Approval of Accounting
• Rejection of Accounting
• Exercise of Power to Amend
• Exercise of Power to Change Trust Situs
• Exercise of Power to Correct Trust Ambiguity
• Exercise of Power to Demand Trust Accounting
• Exercise of Power to Direct Investments
• Exercise of Power to Interpret Trust Provision
• Exercise of Power to Alter the Administrative and Investment Powers of the Trustee
• Exercise of Power to Amend to Reflect Tax or Other Legal Changes
• Exercise of Power to Refuse a Contribution
• Exercise of Power to Withhold Distributions
• Exercise of Power to Direct Distributions
• Exercise of Power to Modify a Beneficiary's Distribution Rights
• Exercise of Power to Qualify Trust for Government Benefits
• Exercise of Power to Terminate Trust
• Exercise of Power to Grant General Power of Appointment
• Exercise of Power to Remove a Beneficiary
• Exercise of Power to Add Beneficiary
• Replacement of Trustee
• Removal of Trust Protector and Appointment of Successor
• Resignation of Trust Protector and Appointment of Successor
• Appointment of Successor Trust Protector
• Removal and Replacement of Trustee

• Charitable Remainder Trusts (CRAT, CRUT, NICRUT, NIMCRUT, FLIP-CRUT)
• Charitable Lead Trusts (CLAT, CLUT)
• Private Foundations – Corporate and Trust

Ancillary Documents Including:

• Gift Agreements
• Gift Annuity Agreements
• Life Estate Reserved Deeds
• Maintenance and Ownership Agreements
• Certificate of Trust

• Stand-Alone Retirement Trusts (Conduit, Accumulation, and toggle trusts)
• Retirement Plan Beneficiary Designations (Including IRA Beneficiary Designation Forms and Qualified Plan Beneficiary Designation Forms)

Ancillary Documents Including:

• Certificate of Trust
• Funding Instructions and Forms
• Operating Guidelines
• Client Letters – Inherited IRA
• IRA Notice to Administrator
• Trustee Resignation, Removal, and Replacement Forms

• Lifetime QTIP Trust

Ancillary Documents Including:

• QTIP Certificate of Trust
• Trustee Resignation, Removal, and Replacement Forms

• Qualified Personal Residence Trusts (QPRT)

Ancillary Documents Including:

• Certificate of Trust
• Trustee Resignation, Removal, and Replacement Forms

• Grantor Retained Trust (GRAT, GRUT, GRIT)

Ancillary Documents Including:

• Certificate of Trust
• Trustee Resignation, Removal and Replacement Forms

• Entity Formation Documents Including:
• FLP Partnership Agreements
• FLP Management Trusts

FLP Funding and Transfer Documents Including:

• FLP Certificates
• FLP Transfer Ledger
• Limited Partnership Subscription Agreement
• Contribution Schedules
• Affidavits of Contribution

FLP Gift and Sale Documents Including:

• Private Annuities
• Self-Canceling Installment Note (SCIN)
• Security Agreement
• Guarantee Agreement
• Assignments

Ancillary Documents Including:

• FLP Operations Manual
• Client Letters
• Correspondence Templates and Design Checklists

• Individual and Joint Supplemental Needs Trusts (third party)

Ancillary Documents Including:

• Memorandum of Intent
• Certificate of Trust
• Trustee Resignation, Removal, and Replacement Forms

Entity Formation Documents Including:

• Articles of Organization
• LLC Operations Manual
• Consent of Registered Agent
• LLC Operating Agreement

Funding and Transfer Documents Including:

• Membership Interest Certificates
• Transfer Ledger
• Subscription Agreement

Ancillary Documents Including:

• Solvency Certificate
• Consent to Action in Place of Organizational Meeting
• Correspondence

• Buy-Sell Agreements
• Employee Purchase/Bonus Agreement
• Stay Bonus
• Section 83(b) Election
• Top Hat IRS Letter

• Domestic Asset Protection Trust (Alaska, Delaware, Nevada, and South Dakota)
• Administrative Services Agreement
• Practice Buy-in Agreement
• Equipment Lease
• Physician Employment Agreement
• Premise Lease Agreement
• Transmutation Agreement - Waiver

Standalone Will Documents

• Standalone Will
• Personal Property Memorandum

Financial Powers & Healthcare Documents

• Nonstatutory Healthcare Power of Attorney/Advance Directive
• Nonstatutory Durable Financial Power of Attorney
• Statutory Health Care Power of Attorney (Certain States Only)
• Statutory Mental Health Care Power of Attorney (Certain States Only)
• Statutory Form Financial Power of Attorney (Certain States Only)
• Statutory Agent's Certification (Certain States Only)
• HIPAA Authorization
• Nonstatutory Living Will
• Statutory Living Will (Certain States Only)
• Nonstatutory Disposition of Remains
• Statutory Disposition of Remains Form (Certain States Only)
• Statutory Health Care Instructions (Certain States Only)

Client Questionnaires

• Concerns Assessment
• Elder Law Questionnaire
• Concerns Assessment

Marketing Documents

• Letter to Clients, Expanding Services
• Letter to Prospects, Promoting Services
• Letter to Attorney, Promoting Services
• Letter to Facility, Promoting Services
• Letter to Financial Planner, Promoting Services
• Letter to Medicaid Office, Introduction
• Letter to Anyone, Invitation to Open House
• Email to Anyone, eBook and Testimonial Links
• Email to Anyone, Video Links
• Press Release Announcing Elder Law Services

Revocable Living Trust Documents

• Individual or Joint Revocable Living Trust
• Revocable Living Trust Companion Will
• Revocable Living Trust Companion Will for Spouse
• Assignment of Personal Property
• Certification of Trust
• Funding Instructions
• Personal Property Memorandum
• RLT and Companion Will Plan Summary
• Trust Amendment
• Trust Protector Documents
• Trustee Documents

Third-Party Supplemental Needs Trust Documents

• Third-Party Supplemental Needs Trust
• Certification of Trust
• CPA Letter
• Grantor Trust Letter
• ISM Reporting Letter
• Qualified Disability Trust Letter
• Supplemental Needs Trust Donor Letter
• Third-Party Trust Letter to SSA/Medicaid
• Trust Protector Documents
• Trustee Documents
• Trust Amendment
• Trustee Instruction Letter
• Trustee Letter re: Duty to Report

Parental Protection Trust Documents

• Parental Protection Trust
• Grantor Trust Letter
• Certification of Trust
• CPA Letter
• Letter to Trustee, Duty to Report to SSA
• Third-Party Trust Letter to SSA/Medicaid
• Trustee Documents
• Trust Protection Documents
• Trust Amendment
• Trustee Instruction Letter
• ISM Reporting Letter

Decanting Documents

• Summary of Decanting
• Notice to Beneficiary
• Consent of Beneficiary

Fee Agreements

• Long and Short Fee Agreements
• Fee Agreement Cover Letter

General Client Letters

• Initial Consultation Letter
• Post-Consult Letter, Not Retained
• Post-Consult Letter, Retained
• Client Referral
• Letter to Client, Asset Protection Not Chosen
• Letter to Client, Disengagement
• Letter to Client, Client Requires Live-in Assistance
• Letter to Third Party - Thank You for Client Referral
• Letter to Nursing Home, Thank You For Tour
• Letter to Lender, Garn-St. Germain
• Portfolio Inserts
• Letter to Client - Medicaid Approval Information

Medicaid Asset Protection Letter

• Medicaid Asset Protection Letter
• Income and Asset Report

Medicaid Asset Protection Trust Documents

• EC Medicaid Asset Protection Trust®
• Pour-Over Will
• Pour-Over Will for Spouse
• Certification of Trust
• Assignment of Personal Property
• Personal Property Memorandum
• Trust Amendment
• Trust Protector Documents
• Trustee Documents
• Information for Tax Professionals
• Information for Trustees
• Trust Summary and Funding Letter

Medicaid Family Protection Trust Documents

• EC Medicaid Family Protection Trust™
• Information for Tax Professionals
• Certification of Trust
• Pour-Over Will
• Pour-Over Will for Spouse
• Assignment of Personal Property
• Personal Property Memorandum
• Trust Protector Documents
• Trustee Documents
• Trust Amendment
• Information for Trustees
• Trust Summary and Funding Letter

Sole Benefit Trust Documents

• Sole Benefit Trust
• Certification of Trust
• Trust Amendment

Gift and Note Calculator Documents

• Annuity Calculator
• Note Calculator
• Amortization Schedule
• Promissory Note
• Promissory Note Letter to Borrower

Qualified Income Trust (Miller Trust) Documents

• Qualified Income Trust
• Certification of Trust
• Funding and Trustee Instructions
• Trust Amendment

Caregiver Agreement Documents

• Caregiver Agreement
• Affidavit of Caregiver
• Care Log
• Letter to Caregiver

Veterans Asset Protection Letter

• Veterans Asset Protection Letter
• Income and Asset Report

Veterans Asset Protection Trust Documents

• Veterans Asset Protection Trust
• Assignment of Personal Property
• Certification of Trust
• Information for Tax Professionals
• Information for Trustees
• Pour-Over Will
• Pour-Over Will for Spouse
• Personal Property Memorandum
• Trust Amendment
• Trust Summary and Funding Letter

Questionnaires

• VA Benefits Questionnaire

Self-Settled Special Needs Trust Documents

• Self-Settled Special Needs Trust
• Self-Settled Special Needs Trust Checklist
• Certification of Trust
• CPA Letter
• d4A Letter to SSA/Medicaid
• Qualified Disability Trust Letter
• Grantor Trust Letter
• ISM Reporting Letter
• Landlord Letter re Section 8 Housing and d4A
• Notice of Beneficiary’s Death
• Trust Amendment
• Trust Protector Documents
• Trustee Documents
• Trustee Instruction Letter
• Trustee Letter re Duty to Report

Self-Settled MSA Trust Documents

• Self-Settled MSA Trust
• Certification of Trust
• CPA Letter
• d4A Letter to SSA/Medicaid
• Grantor Trust Letter
• ISM Reporting Letter
• Qualified Disability Trust Letter
• Landlord Letter re Section 8 Housing and d4A
• Notice of Beneficiary’s Death
• Trust Amendment
• Trust Protector Documents
• Trustee Documents
• Trustee Instruction Letter
• Trustee Letter re Duty to Report
• Self-Settled Special Needs Trust Checklist

General Client Letters

• Pooled Trust reporting Letter
• Letter to SSA/Medicaid, ISM Reporting

Secure Supplemental Needs Trust Documents

• Secure Supplemental Needs Trust
• Certification of Trust
• CPA Letter
• ISM Reporting Letter
• Qualified Disability Trust Letter
• Third Party Trust Letter to SSA/Medicaid
• Trust Amendment
• Trust Protector Documents
• Trustee Documents
• Trustee Instruction Letter
• Trustee Letter re Duty to Report

• Business Protection Strategy Session Worksheet
• 50-Point Business Checkup Worksheet
• General Client Letter
• Client Intake Worksheet
• Initial Meeting Letter
• Engagement Letter
• New Business: Client Letter
• New Business: Client Memo
• New Business: CPA Letter
• Employee Benefits: Client Letter
• Employee Benefits: Worksheet
• Insurance Coverage: Client Letter
• Insurance Coverage: Worksheet
• Estate Planning: Client Letter
• Estate Planning: Worksheet
• Annual Legal Audit: Client Letter
• Annual Legal Audit: Client Worksheet
• Halfway to Tax Day: Client Letter
• Halfway to Tax Day: Worksheet
• Halfway to Tax Day: CPA Letter
• Year-End Planning: Client Letter
• Year-End Planning: Worksheet
• Year-End Planning: CPA Letter
• Tax Time: Client Letter
• Tax Time: Worksheet
• Engagement Letter
• Legal Maintenance Plan
• Welcome Letter
• Announcement Letter
• Additional Information Letter
• Seminar Invitation Letter
• Follow-Up Letter
• Renewal Letter
• Termination Letter

• Operating Agreement & Ancillaries
• Self-Directed IRA LLC Operating Agreement
• LLC Formation Checklist
• LLC Formation Document
• Operating Agreement: Executive Summary
• Schedule of Members
• Organizer Action
• Meetings, Minutes, and Resolutions
• Appointment of Registered Agent
• Subscription Agreement
• Membership Certificate
• LLC Playbook
• LLC Portfolio Inserts
• Transfer Ledger
• Amendment to Operating Agreement
• Form SS-4 - Application for Employer Identification Number
• Form 8832 - Entity Classification Election
• Form 2553 - Election by a Small Business Corporation
• Form 2848 - Power of Attorney and Declaration of Representative
• Corporate Formation Checklist
• For Profit Corporate Formation Document
• Agreement to Form Corporation
• Bylaws
• Action by Incorporator
• Shareholder Agreement
• Subscription Agreement
• Stock Certificate
• Transfer Ledger
• Voting Trust Agreement
• Voting Trust Certificate
• Shareholder Schedule
• Shareholder Contributions Exhibit
• Corporate Portfolio Inserts
• Partnership Formation Document (Certificate of Partnership)
• General Partnership Agreement
• Partner Contributions Exhibit
• Partner Contributions - Schedules
• General Partner Certificate of Interest
• Amendment to General Partnership Agreement
• Dissolution of General Partnership Agreement
• Partnership Formation Document (Certificate of Limited Partnership)
• Limited Partnership Agreement
• Subscription Agreement
• Limited Partner Certificate of Interest
• Amendment to Limited Partnership Agreement
• Non-Profit Corporate Formation Document
• Non-Profit Corporation Bylaws

• Business Maintenance Questionnaire
• Minutes and Resolutions
• Action by Organizer/Incorporator
• Secretary's Certificate
• Meeting Agenda
• Notice of Meeting
• Client Letter: Notice of Meeting
• Voting Proxy
• Client Letter: Conversion Fee Proposal
• Model Certificate of Conversion
• Plan of Reorganization
• Minutes of Special Meeting (Reorganization)
• Conversion Tax Return Statement
• Resignation of Officer, Director or Manager

• Nondisclosure, Noncompetition, and Nonsolicitation Agreement
• Equipment Lease Agreement
• Commercial Lease
• Transmutation Agreement
• Management Agreement
• Assignment and Assumption Agreement
• Consent to Use Testimonial
• Liability Waiver (Participation in Event/Activity)
• Privacy Policy
• Terms and Conditions
• Cookie Policy
• Payment Demand Letter (Commercial Accounts)

• Independent Contractor Agreement
• Employment Agreement
• Arbitration Agreement
• Employee Handbook
• Employee Performance
• Deferred Compensation
• Stay Bonus Agreement

• Buy-Sell Design Worksheet
• Buy-Sell Agreement
• Buy-Sell Agreement: Executive Summary
• Letter of Intent - Equity Purchase
• Equity Purchase Agreement
• Spousal Consent
• Opinion Letter of Buyer
• Opinion Letter of Seller
• Pledge Agreement
• Closing Certificate
• Letter of Intent - Asset Purchase
• Asset Purchase Agreement
• Noncompetition, Nonsolicitation, and Nondisclosure Agreement (Asset Purchase)
• Security Agreement
• Secured Promissory Note
• Personal Guarantee
• Bill of Sale and Assignment
• Legal Due Diligence Checklist
• Assignment and Transfer of Interest
• Dissolution of General Partnership Agreement
• Redemption Agreement

• Checklist for Initial Phone Call
• Checklist for Office File
• Checklist of Initial Responsibilities
• Estate Questionnaire
• Initial Meeting Agenda
• Plan Review Worksheet
• Letter to Client Regarding Initial Meeting
• Initial Phone Call Script

• Authorization to Disclose Confidential Information
• Authorization to Obtain EIN
• Authorization to Release Information to Beneficiaries
• Checklist for Initial Meeting
• Confirmation of Receipt of Original Documents
• Form 2848 Power of Attorney and Declaration of Representative
• Form 56 Notice Concerning Fiduciary Relationship
• Form 8821 Tax Information Authorization
• Form SS-4 Application for Employer Identification Number
• Initial Meeting Agenda
• Letter Enclosing Trustee Declination to Serve
• Letter Enclosing Trustee Resignation
• Letter to Client Regarding Conflicts of Interest
• Letter to Client Regarding Declined Engagement
• Letter to Client Regarding Estate Engagement
• Letter to Client Regarding Initial Meeting Follow-Up
• Letter to Client Regarding Termination of Representation
• Letter to Client Regarding Trust Engagement
• Limited Release of Attorney-Client Privilege
• Meeting Waiver
• Responsibilities Chart
• Trustee Acceptance of Appointment
• Trustee Appointment and Acceptance
• Trustee Declination to Serve
• Trustee Expense Log
• Trustee Manual
• Trustee Process Map
• Trustee Resignation
• Trustee Time Sheet

• Affidavit of Successor Trustee
• Authorization to Retain Accountant
• Authorization to Retain Appraiser
• Authorization to Retain Outside Counsel
• Authorization to Retain Real Estate Attorney
• Authorization to Retain Title Company
• Form W-9, Request for Taxpayer Identification Number and Certification
• Letter Enclosing Trust Protector Declination to Serve
• Letter Enclosing Trust Protector Resignation
• Letter of Notification of Death (Generic)
• Letter Requesting Death Certificate
• Letter to Accountant Confirming Account Preparation
• Letter to Accountant Confirming Return Preparation
• Letter to Accountant Requesting Tax Filings
• Letter to Beneficiaries Confirming Appointment Time
• Initial Letter to Beneficiaries
• Letter to Client Confirming Filing of Will
• Letter to Client Regarding Portability
• Letter to Client with EIN
• Letter to Credit Bureaus
• Letter to Creditors
• Letter to Employer
• Letter to Financial Advisor Regarding Investments During Administration
• Letter to IRS Enclosing Form 56
• Letter to IRS for Tax Transcript
• Letter to Postal Service Regarding Forwarding Address
• Letter to Probate Court to File Will
• Letter to Social Security Administration (SSA)
• Personal Representative Fee Waiver
• Receipt of Copy of Instrument
• Trust Protector Appointment and Acceptance of Appointment
• Trust Protector Declination to Serve
• Trustee (Distribution) Appointment and Acceptance
• Trustee (Independent) Appointment and Acceptance
• Trustee (Investment) Appointment and Acceptance
• Trustee Delegation of Power
• Trustee Designation of Successor Trustee
• Trustee Fee Waiver
• Trustee Notification to Beneficiaries
• Trustee Notification to Heirs at Law
• Trustee Removal, Appointment, and Acceptance
• Waiver of Accounting

• Letter for Appraisal of Closely Held Corporate Interest
• Letter for Appraisal of Oil, Gas, or Mineral Interest
• Letter for Appraisal of Partnership or LLC Interest
• Letter for Appraisal of Personal Property
• Letter for Appraisal of Real Property
• Letter for Valuation (Internal) of Closely Held Corporate Interest
• Letter for Valuation (Internal) of Partnership or LLC Interest
• Letter for Valuation of Annuity
• Letter for Valuation of Bond
• Letter for Valuation of Cash Account
• Letter for Valuation of Investment Account
• Letter for Valuation of Life Insurance (Requesting Form 712)
• Letter for Valuation of Loan
• Letter for Valuation of Other Asset (generic)
• Letter for Valuation of Retirement Account
• Letter of Instruction for Retirement Account
• Letter to Motor Vehicle Insurance Carrier Notifying of Death
• Letter to Property Insurance Carrier Notifying of Death
• Letter to Subtrust Trustee Regarding Subtrust Engagement

• Affidavit of Surviving Spouse
• Affidavit of Trustee Regarding Real Property
• Authorization to Obtain EIN
• Certification of Trust
• Distribution Request by Beneficiary
• Distribution Request on Behalf of Beneficiary
• Letter to Beneficiaries Enclosing Accounting
• Letter to Beneficiary Enclosing Receipt, Release, and Refunding Agreement
• Letter to Beneficiaries Regarding Status of Tax Return Preparation
• Letter to Beneficiaries With Status of Administration
• Letter to Beneficiary Regarding Status of Distributions
• Letter to Creditors Requesting Confirmation of Satisfaction
• Letter to Subtrust Trustee (Nonclient Trustee)
• Receipt of Estate or Trust Accounting
• Receipt of Estate or Trust Inventory
• Receipt, Release, and Refunding Agreement

• Form 4768, Application for Extension of Time to File a Return
• Form 5495, Request for Discharge From Personal Liability Under Internal Revenue Code Section 2204 or 6905
• Form 706, Federal Estate Tax Return
• Form 8855, Election to Treat a Qualified Trust as Part of an Estate
• Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent
• Letter to Beneficiary Enclosing Schedule A of Form 8971
• Letter to Beneficiary Enclosing Schedule K-1
• Letter to IRS Enclosing Final Form 1040
• Letter to IRS Enclosing Form 1041
• Letter to IRS Enclosing Form 706 and Form 5495
• Letter to IRS Enclosing Form 8971
• Letter to IRS Requesting Closing Letter
• Letter to State Enclosing Final State Income Tax Return
• Letter to State Enclosing State Estate and/or Inheritance Tax Return
• Letter to State Enclosing State Fiduciary Income Tax Return

• Form 5396, Direct Deposit Sign-Up Form
• Form FS 1455, Request by Fiduciary for Distribution of U.S. Treasury Securities
• Form FS 1851, Request to Reissue U.S. Savings Bonds to a Personal Trust
• Form FS 4000, Request to Reissue U.S. Savings Bonds
• Letter of Instruction for Personal Property Assignment
• Letter of Instruction for Annuity
• Letter of Instruction for Bond
• Letter of Instruction for Cash Account
• Letter of Instruction for Change of Title to Personal Property
• Letter of Instruction for Closely Held Corporate Interest
• Letter of Instruction for Investment Account
• Letter of Instruction for Life Insurance Payout
• Letter of Instruction for Life Insurance Ownership Transfer
• Letter of Instruction for Loan
• Letter of Instruction to Oil, Gas, or Mineral Interest Company
• Letter of Instruction for Oil, Gas, Or Mineral Interest to Outside Counsel
• Letter of Instruction for Other Asset (Generic)
• Letter of Instruction for Partnership or LLC Interest
• Letter of Instruction for Personal Property Assignment
• Letter of Instruction for Real Property to Outside Counsel
• Letter of Instruction for Retirement Account
• Letter to Beneficiaries Closing Administration
• Letter to Beneficiary Enclosing Proposed Distribution Plan
• Letter to Beneficiary Enclosing Receipt, Release, and Refunding Agreement
• Letter to Client with Notice of Close of Probate
• Letter to Trustee Closing Administration
• Receipt, Release, and Refunding Agreement

• Asset Summary by Asset Type Report
• Detailed Asset Inventory
• Ledger
• Liabilities
• Proposed Distributions to Beneficiary

Under the Uniform Trust Code (UTC), a trustee must provide a report of trust assets along with market values, liabilities, and receipts and disbursements, including the source and amount of the trustee’s compensation. Users can create a UTC-compliant trust accounting using a combination of the reports listed above.

• Bronze Trust Agreement
• Trust Amendment
• Exhibit 1 (Bronze Edition Only)
• Exhibit 2 (Bronze Edition Only)
• Gun Trust Guide (Bronze Edition Only)
• Schedule A
• Special Trustee Beneficiary Appointment (Bronze Edition)

• Trust Agreement and Ancillaries
• What Can I Do With A Gun Trust
• Trust Amendment

• Assignment of Non-NFA Firearms and Accessories
• Bill of Sale
• Firearms and Accessories Memorandum
• Schedule A
• Schedule B

• Co-Trustee Appointment
• Co-Trustee Removal
• Lifetime Beneficiary (Addition)
• Lifetime Beneficiary (Removal)
• Remainder Beneficiary (Silver Edition Only)
• Special Trustee Beneficiary (Appointment)
• Special Trustee Beneficiary (Removal)

• Beneficiary Declaration
• Responsible Persons Declaration
• Trustee Declaration

• Certificate of Trust
• Durable Power of Attorney (Special and Limited)
• NFA Form 4 Checklist
• Trustee Affidavit

• Intake Form (Bronze)
• Intake Form (Silver)
• Intake Form (Gold)